See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,174 | $86,944-10.1% | $107,525-27.3% | $74,304+5.2% |
| Participation rate | 40.0% | 59.6%-19.6pp | 75.1%-35.1pp | 60.3%-20.3pp |
| Annual return | 16.70% | 23.52%-6.8pp | 181.32%-164.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,826 | $2,757-33.8% | $3,754-51.3% | $2,241-18.5% |
| Participant deferral / active EE | $3,190 | $3,554-10.3% | $5,116-37.6% | $3,767-15.3% |
| Admin fee / account holder | $8,964 | $3,727+140.5% | $8,919+0.5% | $2,969+201.9% |